Getting started
Signing in. Founders sign in with a password and a text-message code. The first time you sign in you will be asked to add a mobile number; every country is in the list, and you can search it.
Your home screen. Home (/home) is your dashboard: your offering, your latest investor activity and the shortcuts you use most.
The menu. Everything else is one click from the top bar:
- CRM (called Pulse on your phone): every investor and how engaged they are.
- Lead Onboarding: the steps a new investor goes through.
- Documents: your agreements, e-signatures and countersigning.
- Data Room: the files investors read.
- Portal Editor: your offering page.
Your offering page. Your public page lives at platform.dealbox.io/marketplace/your-company. That one link is what you share.